Civic Intelligence

Excelsior Academy

990 • Fiscal year 2019 • EIN 26-0806243

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 19, 2020

Organization ProfileEXCELSIOR-ACADEMY.ORG

View Organization Page

124 E Erda WayErda, UT 84074

(435) 882-3062

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

0.99x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

2.43x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

42nd percentile

1.0%

Higher net margin than 42% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

26th percentile

$112,840

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

51%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$19,135,610

Up $2,984,147 (+18%) from 2018

Net Assets

Up

$232,920

Up $80,524 (+53%) from 2018

Liabilities

Up

$18,902,690

Up $2,903,623 (+18%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin42nd percentile

Revenue

Up

$7,786,171

Up $2,643,554 (+51%) from 2018

Expenses

Up

$7,705,647

Up $2,566,894 (+50%) from 2018

Net Income

Up

$80,524

Up $76,660 (+1984%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0-$10MAssets 2010: $9,973,322Liabilities 2010: $10,040,807Net Assets 2010: -$67,4852010Assets 2012: $10,166,016Liabilities 2012: $9,762,165Net Assets 2012: $403,8512012Assets 2013: $10,390,775Liabilities 2013: $10,073,397Net Assets 2013: $317,3782013Assets 2014: $10,308,111Liabilities 2014: $10,002,580Net Assets 2014: $305,5312014Assets 2015: $10,063,836Liabilities 2015: $9,863,996Net Assets 2015: $199,8402015Assets 2016: $9,853,543Liabilities 2016: $9,758,745Net Assets 2016: $94,7982016Assets 2017: $9,664,560Liabilities 2017: $9,516,028Net Assets 2017: $148,5322017Assets 2018: $16,151,463Liabilities 2018: $15,999,067Net Assets 2018: $152,3962018Assets 2019: $19,135,610Liabilities 2019: $18,902,690Net Assets 2019: $232,9202019Assets 2020: $19,935,758Liabilities 2020: $18,754,382Net Assets 2020: $1,181,3762020Assets 2021: $20,542,064Liabilities 2021: $18,283,704Net Assets 2021: $2,258,3602021Assets 2022: $21,101,376Liabilities 2022: $18,306,071Net Assets 2022: $2,795,3052022Assets 2023: $23,878,711Liabilities 2023: $19,958,531Net Assets 2023: $3,920,1802023Assets 2024: $29,294,877Liabilities 2024: $24,061,409Net Assets 2024: $5,233,4682024Assets 2025: $30,206,264Liabilities 2025: $23,395,285Net Assets 2025: $6,810,9792025

Highlighted filing

2019

Assets$19,135,610
Liabilities$18,902,690
Net Assets$232,920
Open 2019 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,785,2772010Expenses 2012: $3,774,4752012Expenses 2013: $4,140,9202013Revenue 2014: $4,246,502Expenses 2014: $4,429,369Net Income 2014: -$182,8672014Revenue 2015: $4,313,646Expenses 2015: $4,419,337Net Income 2015: -$105,6912015Revenue 2016: $4,316,550Expenses 2016: $4,421,592Net Income 2016: -$105,0422016Revenue 2017: $5,011,434Expenses 2017: $4,957,700Net Income 2017: $53,7342017Revenue 2018: $5,142,617Expenses 2018: $5,138,753Net Income 2018: $3,8642018Revenue 2019: $7,786,171Expenses 2019: $7,705,647Net Income 2019: $80,5242019Revenue 2020: $10,443,579Expenses 2020: $9,495,121Net Income 2020: $948,4582020Revenue 2021: $11,983,067Expenses 2021: $10,906,083Net Income 2021: $1,076,9842021Revenue 2022: $14,135,210Expenses 2022: $13,284,070Net Income 2022: $851,1402022Revenue 2023: $14,345,949Expenses 2023: $13,221,074Net Income 2023: $1,124,8752023Revenue 2024: $15,701,909Expenses 2024: $14,388,621Net Income 2024: $1,313,2882024Revenue 2025: $16,804,889Expenses 2025: $15,227,378Net Income 2025: $1,577,5112025

Highlighted filing

2019

Revenue$7,786,171
Expenses$7,705,647
Net Income$80,524
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 19, 2020
Return Version
2018v3.1
Gross Receipts
$7,786,171
Mission and Program Overview

Mission

Excelsior academy's mission is to educate scholars with a broad classical foundation of knowledge, assisting them with opportunities to learn at their challenge level, in an intentionally inviting environment to help scholars acquire a life-long love of learning

Excelsior academy is a public charter school with a mission to educate scholars with a broad classical foundation of knowledge, assisting them with opportunities to learn at their challenge level, in an intentionally inviting environment to help scholars acquire a life-long love of learning

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$15,034,389$17,474,506▲ $2,440,117
Cash and Non-Interest-Bearing Accounts$792,061$1,466,545▲ $674,484
Pledges and Grants Receivable$140,684$117,760▼ $22,924
Savings and Temporary Cash Investments$53,744$53,798▲ $54
Prepaid Expenses and Deferred Charges$130,585$23,001▼ $107,584
Total Assets$16,151,463$19,135,610▲ $2,984,147
Liabilities
Mortgage Notes Payable Secured by Investment Property$14,402,608$18,366,383▲ $3,963,775
Accounts Payable and Accrued Expenses$1,596,459$536,307▼ $1,060,152
Total Liabilities$15,999,067$18,902,690▲ $2,903,623
Net Assets / Fund Balance
Unrestricted Net Assets$136,896$231,008▲ $94,112
Temporarily Rstr Net Assets$15,500$1,912▼ $13,588
Total Net Assets Fund Balance$152,396$232,920▲ $80,524
Total Liabilities and Net Assets / Fund Balance$16,151,463$19,135,610▲ $2,984,147

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,467,533$2,302,274$18,769,807
Equipment$263,205$467,055$730,260
Land$400,000-$400,000
Leasehold Improvements$343,768$47,896$391,664
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie EcclesExecutive DirectorFT$95,567$17,273$112,840
Gichin MarsdenMiddle School DirectorFT$73,633$11,762$85,395
Jacquelyn TrippElementry DirectorFT$73,306$8,245$81,551
Emily WilsonElementry Assistant DirectorFT$64,028$5,273$69,301

Board Members and Trustees

NameTitle
Miles LawrenceBoard Chair
Amy LearBoard Member
Brandon ClarkBoard Member
John WeaverBoard Member
Angie JenkinsBoard Treasurer
Cathy HunterSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Charter SolutionsManagement Services12608 S 125 W STE C, Draper, UT 84020$122,623
Revenue and Support

Revenue Composition

Contributions and Grants
$7,515,341
Program Service Revenue
$265,316
Investment Income
$5,229
Other Revenue
$285
All Other Contributions
$35,709
Change in Net Assets
$80,524

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,786,171
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,786,171
Total Revenue per Form 990
$7,786,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,146,613
Other Expenses$2,559,034
Total Fundraising Expense$560
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,957,618--$3,957,618
Interest$800,617--$800,617
Other Employee Benefits$463,433--$463,433
Current Officers, Directors, Trustees, and Key Employees$332,734--$332,734
Payroll Taxes$306,749--$306,749
Depreciation Depletion$299,440--$299,440
Fees for Services Management$163,570--$163,570
Fees for Services Other$123,431--$123,431
Pension Plan Contributions$86,079--$86,079
Information Technology$84,725--$84,725
Other Expenses$34,079$14,841$560$34,079
Fees for Services Legal-$30,127-$30,127
All Other Expenses$28,230--$28,230
Insurance$20,864--$20,864
Fees for Services Accounting-$9,248-$9,248
Advertising$675$6,843-$7,518
Travel$6,719--$6,719
Total Functional Expenses$7,644,028$61,059$560$7,705,647

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,705,647
Total Expenses per Audited Statements$7,705,647
Total Expenses per Form 990$7,705,647
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The school has an agreement with charter solutions, inc to provide certain fiscal and administrative services.”

Form 990, Part VI, Section B, Line 11B

“The tax return is reviewed by the director before the return is filed. After the return has been filed the board reviews the return at the next board meeting.”

Form 990, Part VI, Section B, Line 12C

“Annually, the board members are required to disclose any conflicts of interest through an annual questionnaire. If any issues arise the board will consider the conflict to see if any actions need to be taken.”

Form 990, Part VI, Section C, Line 19

“All documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Excelsior Academy
EIN
26-0806243
Phone
4358823062
Address
124 E ERDA WAY, ERDA, UT 84074

Signing Officer

Name
Miles Lawrence
Title
Board Chair
Phone
4358823062
Signed
2020-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Miles Lawrence
Formed
2009
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
181
Volunteers
205

Preparer

Firm
Eide Bailly Llp
Address
5929 FASHION POINTE DR STE 300, OGDEN, UT 84403-4684
Preparer
Chett Campbell CPA
Phone
8016211575
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The academy is organized as a utah nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section 501(a) of the internal revenue code as organizations described in section 501(c)(3), qualify for the charitable contribution deduction under section 170(b)(1)(a)(ii), and has been determined not to be private foundations under sections 509(a)(1). The academy is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the academy is subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. The academy has determined it is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs. The academy believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The academy would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

Raw XML AppendixShowing 400 of 440 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0TO EDUCATE SCHOLARS WITH A BROAD CLASSICAL FOUNDATION OF KNOWLEDGE, ASSISTING THEM WITH OPPORTUNITIES TO LEARN AT THEIR CHALLENGE LEVEL, IN AN INTENTIONALLY INVITING ENVIRONMENT TO HELP SCHOLARS ACQUIRE A LIFE-LONG LOVE OF LEARNING
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt014402608
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt018366383
IRS990/NetAssetsOrFundBalancesBOYAmt0152396
IRS990/NetAssetsOrFundBalancesEOYAmt0232920
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0285
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0285
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0463433
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0463433
IRS990/OtherExpensesGrp/Desc0GENERAL SUPPLIES AND MA
IRS990/OtherExpensesGrp/Desc1TEXTBOOKS AND EDUCATION
IRS990/OtherExpensesGrp/Desc2PROPERTY MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PROPERTY RENTAL
IRS990/OtherExpensesGrp/FundraisingAmt0560
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014841
IRS990/OtherExpensesGrp/ProgramServicesAmt0473360
IRS990/OtherExpensesGrp/ProgramServicesAmt1383051
IRS990/OtherExpensesGrp/ProgramServicesAmt278654
IRS990/OtherExpensesGrp/ProgramServicesAmt334079
IRS990/OtherExpensesGrp/TotalAmt0488761
IRS990/OtherExpensesGrp/TotalAmt1383051
IRS990/OtherExpensesGrp/TotalAmt278654
IRS990/OtherExpensesGrp/TotalAmt334079
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03957618
IRS990/OtherSalariesAndWagesGrp/TotalAmt03957618
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0306749
IRS990/PayrollTaxesGrp/TotalAmt0306749
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt086079
IRS990/PensionPlanContributionsGrp/TotalAmt086079
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0140684
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0117760
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0130585
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023001
IRS990/PrincipalOfficerNm0MILES LAWRENCE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES AND ACTIV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0265316
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0265316
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04991454
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01857
IRS990/PYOtherExpensesAmt01593095
IRS990/PYOtherRevenueAmt0435
IRS990/PYProgramServiceRevenueAmt0148871
IRS990/PYRevenuesLessExpensesAmt03864
IRS990/PYSalariesCompEmpBnftPaidAmt03545658
IRS990/PYTotalExpensesAmt05138753
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05142617
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt080524
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0285
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0265601
IRS990/SavingsAndTempCashInvstGrp/BOYAmt053744
IRS990/SavingsAndTempCashInvstGrp/EOYAmt053798
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt016467533
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02302274
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt018769807
IRS990ScheduleD/EquipmentGrp/BookValueAmt0263205
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0467055
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0730260
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07705647
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0400000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0400000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0343768
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt047896
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0391664
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07786171
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACADEMY IS ORGANIZED AS A UTAH NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(II), AND HAS BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER SECTIONS 509(A)(1). THE ACADEMY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ACADEMY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE ACADEMY HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE ACADEMY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ACADEMY WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017474506
IRS990ScheduleD/TotalExpensesPerForm990Amt07705647
IRS990ScheduleD/TotalRevenuePerForm990Amt07786171
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07786171
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07705647
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXCUSED FROM FORMAL COMPLIANCE WITH REV PROC 75-50 AS LONG AS THE SCHOOL'S CHARTER AGREEMENT WITH THE STATE OF UTAH REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ACADEMY RECEIVES FUNDING FROM THE STATE OF UTAH AS ADMINISTERED BY THE UTAH STATE OFFICE OF EDUCATION BASED ON THE NUMBER OF STUDENTS ENROLLED IN THE ACADEMY. THE ACADEMY HAS ALSO RECEIVED FEDERAL CHARTER SCHOOL GRANTS WHICH ARE PAID THROUGH THE UTAH STATE OFFICE OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL HAS AN AGREEMENT WITH CHARTER SOLUTIONS, INC TO PROVIDE CERTAIN FISCAL AND ADMINISTRATIVE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS REVIEWED BY THE DIRECTOR BEFORE THE RETURN IS FILED. AFTER THE RETURN HAS BEEN FILED THE BOARD REVIEWS THE RETURN AT THE NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY, THE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST THROUGH AN ANNUAL QUESTIONNAIRE. IF ANY ISSUES ARISE THE BOARD WILL CONSIDER THE CONFLICT TO SEE IF ANY ACTIONS NEED TO BE TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt015500
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01912
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt016151463
IRS990/TotalAssetsEOYAmt019135610
IRS990/TotalAssetsGrp/BOYAmt016151463
IRS990/TotalAssetsGrp/EOYAmt019135610
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07515341
IRS990/TotalEmployeeCnt0181
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0560
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061059
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07644028
IRS990/TotalFunctionalExpensesGrp/TotalAmt07705647
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015999067
IRS990/TotalLiabilitiesEOYAmt018902690
IRS990/TotalLiabilitiesGrp/BOYAmt015999067
IRS990/TotalLiabilitiesGrp/EOYAmt018902690
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0152396
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0232920
IRS990/TotalOtherCompensationAmt042553
IRS990/TotalProgramServiceExpensesAmt07644028
IRS990/TotalProgramServiceRevenueAmt0265316
IRS990/TotalReportableCompFromOrgAmt0306534
IRS990/TotalRevenueGrp/ExclusionAmt05229
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0265601
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07786171
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0205
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016151463
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019135610
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt06719
IRS990/TravelGrp/TotalAmt06719
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0136896
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0231008
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0124 EAST ERDA WAY
IRS990/USAddress/CityNm0ERDA
IRS990/USAddress/StateAbbreviationCd0UT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,135,610
Liabilities
$18,902,690
Net assets
$232,920
Revenue
$7,786,171
Expenses
$7,705,647
Net income
$80,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.2$23.4$6.81$16.8$15.2$1.58
2024Detailed filing. Detailed filing data is available for this year.$29.3$24.1$5.23$15.7$14.4$1.31
2023Detailed filing. Detailed filing data is available for this year.$23.9$20.0$3.92$14.3$13.2$1.12
2022Detailed filing. Detailed filing data is available for this year.$21.1$18.3$2.80$14.1$13.3$0.85
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$18.3$2.26$12.0$10.9$1.08
2020Detailed filing. Detailed filing data is available for this year.$19.9$18.8$1.18$10.4$9.50$0.95
2019Detailed filing. Detailed filing data is available for this year.$19.1$18.9$0.23$7.79$7.71$0.08
2018Detailed filing. Detailed filing data is available for this year.$16.2$16.0$0.15$5.14$5.14$0.00
2017Detailed filing. Detailed filing data is available for this year.$9.66$9.52$0.15$5.01$4.96$0.05
2016Detailed filing. Detailed filing data is available for this year.$9.85$9.76$0.09$4.32$4.42$0.11
2015Detailed filing. Detailed filing data is available for this year.$10.1$9.86$0.20$4.31$4.42$0.11
2014Detailed filing. Detailed filing data is available for this year.$10.3$10.0$0.31$4.25$4.43$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$10.1$0.32$4.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$9.76$0.40$3.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.97$10.0$0.07$3.79